Commit Graph

15 Commits

Author SHA1 Message Date
58f6714399 fix(transactions): drop suppressed transactions from the transactions page (#19)
Suppressed transactions were showing up on the transactions page.

## The cause

The SSR transactions page never excluded `:transaction-approval-status/suppressed`. The GraphQL/CLJS transactions page has always excluded them unconditionally (`auto_ap/datomic/transactions.clj`, the `true` branch of its `cond->>`), as do the ledger queries in `auto_ap/ledger.clj`.

The `scan-transactions` ion does no status filtering of its own — it is a bare `index-range` over `:transaction/client+date` — so nothing downstream was dropping them either. Suppressing a transaction is the user's way of saying "stop showing me this", and it stayed visible on the page it was suppressed from.

## Impact

22,813 suppressed transactions exist db-wide out of 621,492. For the worst-affected client, a five-year range returned **14,736 rows against 3,641 real ones** — the other 11,095 were suppressed.

## The fix

One `not` clause in the main scan in `auto_ap/ssr/transaction/common.clj`, applied inside the query rather than after it so the row count and the amount total — both derived from `fetch-ids` — match the rows actually rendered. Measured 6ms -> 29ms on that worst-case client and range.

The three status routes (approved, unapproved, requires-feedback) constrain the status themselves and there is no suppressed route, so no page loses its own rows.

## Note on the commit list

This branch carries `6e7f66a7` (include-in-reports in the register) and its revert. That commit was only ever on a local staging; it never reached this remote. The net diff of this branch against `staging` is exactly the transactions fix below — the add and the revert cancel out. Both are kept so local staging reconciles cleanly after merge.

## Testing

- New `test/clj/auto_ap/ssr/transaction/common_test.clj` — 6 assertions, passing. Covers the suppressed row being dropped from `ids`, `all-ids` and `count`; the approved status route still listing its rows; and an all-suppressed client returning empty.
- `auto-ap.ssr.transaction.import-test` and `auto-ap.ssr.ledger-test` pass, with one exception: `external-import-remove-button-test` fails identically with and without these changes, so it is pre-existing and unrelated.
- `auto-ap.ssr.transaction.edit-test` still has its known `apply-rule does not exist` compile break, untouched here.
- `lein cljfmt check` clean.

## Loose end, not addressed

`:transaction/exclude-from-ledger` is defined in `resources/schema.edn` but read nowhere in the codebase — only `:invoice/exclude-from-ledger` is honored. If anything ever wrote that attribute expecting it to hide transactions, it never did.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Reviewed-on: #19
Co-authored-by: Bryce <bryce@brycecovertoperations.com>
Co-committed-by: Bryce <bryce@brycecovertoperations.com>
2026-08-16 08:40:47 -07:00
9cc3418b1b fix(review): apply autofix feedback
- Alphabetize the import.clj :require block (AGENTS.md Import Formatting).
- Remove unused imports (digest, strip) flagged by clj-kondo.
- Make the client-not-found classify-table test independent: it previously
  reused the bank-account-not-found input and added zero marginal coverage;
  now seeds an orphan bank account so only the client error fires.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 11:34:31 -07:00
a1098b28f8 feat(transactions): port manual bank-transaction import to SSR
Implement the SSR/alpine/htmx manual transaction import, wiring the
already-declared but unhandled ::external-import-page/parse/import routes.
Mirrors the SSR ledger import: paste the exact master-branch Yodlee
positional-column TSV, review parsed rows in an editable grid with per-row
error/warning badges, and import. Every master validation is preserved and
the existing import.transactions engine is reused unchanged
(via import.manual/import-batch), so core components are untouched.

- New ns auto-ap.ssr.transaction.import (page, paste/parse, editable grid,
  two-tier validation, import handler) + admin-only transactions Import nav.
- Two-tier validation: fixable problems (bad date/amount, unknown client or
  bank-account code, missing fields) are hard errors that block the whole
  batch; inherent skip-conditions (non-POSTED, before start-date/locked,
  already-imported) are warnings computed from the engine's own
  categorize-transaction so the grid preview matches the import result.
- Tests: failing-first Playwright e2e (e2e/transaction-import.spec.ts) plus
  unit/integration coverage (ssr/transaction/import_test.clj, 10 tests).
- Deterministic bank-account code in the e2e seed.

Plan: docs/plans/2026-06-01-001-feat-manual-transaction-import-ssr-plan.md

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 11:18:28 -07:00
38ae6f460f Cleanup of simple/advanced mode 2026-05-31 08:30:11 -07:00
e156d8bfd8 fixes vendor selection bug 2026-05-30 09:21:39 -07:00
a7ac7eae35 refactor: remove dead code and redundant assertions in simple/advanced mode tests 2026-05-27 23:44:18 -07:00
c6699dd05a test: complete AC17 fields-present assertions 2026-05-27 23:39:35 -07:00
1be83a01f5 test: add missing AC tests and fix AC numbering 2026-05-27 23:36:08 -07:00
ebd91f1911 test: strengthen assertions and add AC6 save round-trip test 2026-05-27 23:25:47 -07:00
c9a587a8c5 test: add tests for simple/advanced mode in transaction edit modal 2026-05-27 23:17:10 -07:00
ba87805d4c Add vendor pre-population for bulk code and individual edit forms
- Add vendor-changed HTMX handlers for both bulk code and individual edit
- Pre-populate default account at 100% when vendor is selected and no accounts exist
- Fix render-accounts-section to render from step-params correctly
- Change bulk code vendor-changed from hx-get to hx-post to include form data
- Add routes for vendor-changed endpoints
- Update e2e tests to cover vendor pre-population
- Run lein cljfmt fix across codebase
2026-05-21 14:45:19 -07:00
e22beb149e much smaller build (hopefully) and transactions progress. 2025-03-10 22:13:53 -07:00
7373ef41d1 Removes old login page, more progress on transactions 2025-03-10 14:09:45 -07:00
59d48342ea Makes it so that the edit page works better 2025-03-05 14:25:43 -08:00
f881bdcc93 test: Add tests for src/clj/auto_ap/ssr/transaction/edit.clj functions 2025-03-03 10:30:56 -08:00